Core Viewpoint - The controllable nuclear fusion sector continues to show strong activity, with several companies reaching new highs and experiencing significant stock price increases [1]. Group 1: Company Performance - Hezhong Intelligent has reached a new high in stock price [1]. - Antai Technology has achieved a four-day consecutive increase in stock price [1]. - Chujiang New Materials has hit the daily limit on stock price increase [1]. - Wangzi New Materials, Aikesaibo, and Hangyang Co. have also seen stock price increases [1].

Core Viewpoint - Hangyang Co., Ltd. is expanding its gas supply business by signing a contract with Zhengpai Technology to supply electronic bulk gases and provide operational services, with a total investment of up to 45 million yuan [1] Group 1: Business Expansion - Hangyang's subsidiary, Jiande Hangyang, will be responsible for supplying high-purity gases such as nitrogen, hydrogen, oxygen, argon, and helium to Zhengpai Technology's 8-inch silicon carbide power device manufacturing project [1] - The investment of 31 million yuan into Jiande Hangyang aims to ensure the smooth implementation of the project, while additional funding will be secured through financing [1] Group 2: Market Positioning - Zhengpai Technology is a leading company in the third-generation semiconductor power device sector, which enhances Hangyang's position in the high-end semiconductor electronic bulk gas market [1] - The collaboration is expected to create a lighthouse effect, enabling Hangyang to replicate its success in the expanding silicon carbide gas market [1] Group 3: Industry Trends - The global semiconductor gas market is projected to grow from approximately 10.83 billion USD in 2024 to 19.34 billion USD by 2032, with a CAGR of 7.5% [2] - The demand for electronic bulk gases and high-purity specialty gases is increasing due to advancements in quantum computing, AI, and 5G technologies [2] Group 4: Technological Advancements - Hangyang is leveraging its strong technical background in air separation equipment manufacturing to drive innovation in the gas business, establishing a dual-driven development model [2] - The company has made significant breakthroughs in deep cold separation and high-end equipment, showcasing its technological leadership in large air separation equipment [4] Group 5: Strategic Development - Hangyang is expanding its product range to include industrial gases, electronic specialty gases, hydrogen energy, healthcare, and clean energy sectors [3] - The company is committed to strengthening the gas foundation of China's semiconductor industry, enhancing its research and development capabilities through a comprehensive four-in-one system [3]

Key Points - The revenue from products used for controlled nuclear fusion at Ha Huan Huatong accounts for less than 1% of total revenue [1] - Dongyangguang expects a net profit increase of 171.08% to 199.88% in the first three quarters [2] - Lianhua Holdings anticipates a net profit increase of 51.39% to 69.55% in the first three quarters [5] - Allwinner Technology projects a net profit growth of 72.2% to 92.06% year-on-year for the first three quarters [5] - Northern Rare Earth expects a net profit increase of 272.54% to 287.34% in the first three quarters [5] - Strong瑞 Technology's controlling shareholder and its concerted parties plan to reduce their holdings by no more than 3% [5] - East China Airlines Logistics' shareholder Tianjin Ruiyuan intends to reduce holdings by no more than 15.8756 million shares [5] - New Light Optoelectronics' actual controller and director Kang Lixin plans to increase holdings by 5 million to 10 million yuan [5] - Jiulian Technology plans to raise no more than 182 million yuan through a private placement [5] - Jingu Co. signed a strategic cooperation agreement with Ninebot [5]

（文章来源：证券日报） 证券日报网讯 10月10日晚间，杭氧股份发布公告称，选举钱宇辰先生为公司第八届董事会非独立董 事。 ...

格隆汇10月10日丨杭氧股份(002430.SZ)公布，公司拟以自有资金对全资子公司——江苏杭氧工业气体 有限公司（简称"江苏杭氧工业"）增资3,000万元，增资完成后，江苏杭氧工业注册资本由2,000万元增 至5,000万元，江苏杭氧工业仍为公司全资子公司。 ...

Group 1 - The company announced a capital increase of 30 million yuan for its wholly-owned subsidiary, Jiangsu Hangyang Industrial Gas Co., Ltd., to support its daily operational needs [1] - After the capital increase, the registered capital of Jiangsu Hangyang Industrial will rise from 20 million yuan to 50 million yuan, maintaining its status as a wholly-owned subsidiary of the company [1] - As of the report date, the company's market capitalization stands at 26.4 billion yuan [1] Group 2 - For the first half of 2025, the company's revenue composition is as follows: 62.68% from the gas industry, 35.97% from manufacturing, 0.7% from other businesses, and 0.66% from engineering contracting [1]

Core Viewpoint - The company aims to expand its gas supply business by entering into a supply contract with Zhengpai Technology, which involves providing electronic bulk gases and operational services [1] Group 1: Business Expansion - The company’s wholly-owned subsidiary, Hangzhou Jiande Hangyang Gas Co., Ltd., has signed a bulk gas supply contract with Zhengpai Technology [1] - The contract will enable Hangyang to supply electronic bulk gases and provide operational maintenance services to Zhengpai Technology [1] Group 2: Capital Increase - To ensure the smooth progress of the project, the company will increase its investment in Hangyang by 31 million yuan [1] - Following the capital increase, Hangyang's registered capital will rise from 9 million yuan to 40 million yuan, maintaining its status as a wholly-owned subsidiary of the company [1]

Core Viewpoint - The company plans to invest 31 million yuan in its wholly-owned subsidiary to support the supply of electronic bulk gases and operational services for a client, indicating a strategic move to enhance its capabilities in the electronic gas sector [1] Group 1: Investment Details - The investment will increase the registered capital of Hangzhou Jiande Hangyang Gas Co., Ltd. from 9 million yuan to 40 million yuan, maintaining its status as a wholly-owned subsidiary of the company [1] - The investment is made using the company's own funds and does not constitute a related party transaction or a major asset restructuring [1] Group 2: Strategic Objectives - The purpose of the capital increase is to meet the needs of project construction and operational development, thereby strengthening the subsidiary's electronic gas capabilities [1] - The investment aims to expand the existing gas supply business range, indicating a focus on growth and market expansion [1]

杭氧集团股份有限公司 募集资金使用及管理制度 （2025年10月10日经公司2025年第三次临时股东会审议通过） 第一章 总 则 第一条 为了加强对杭氧集团股份有限公司（以下简称"公司"）募集资金 的管理，规范募集资金的运用，提高募集资金使用效率，切实保障投资者的利 益，根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上市公司募集资金监管规 则》、《深圳证券交易所股票上市规则》（以下简称"《股票上市规则》"）、 《深圳证券交易所上市公司自律监管指引第1号——主板上市公司规范运作》以 及其他相关法律、行政法规、部门规章、规范性文件和《杭氧集团股份有限公 司章程》（以下简称"《公司章程》"）的规定，制定本制度。 第二条 本制度所称募集资金是指公司通过发行股票或者其他具有股权性 质的证券，向投资者募集并用于特定用途的资金，但不包括公司为实施股权激 励计划募集的资金。 本制度所称超募资金是指实际募集资金净额超过计划募集资金金额的部分。 第三条 募集资金到位后，及时办理验资手续，由符合《证券法》相关规定 的会计师事务所出具验资报告，并由公司董事会按照发行申 ...

第一条 为规范杭氧集团股份有限公司(以下简称"公司")法人治理结构， 保证公司科学、安全与高效地做出决策，明确公司股东会、董事会、经营管理 层和投融资及担保管理小组等组织机构在公司投融资及担保决策方面的职责， 控制财务和经营风险，依据国家法律、行政法规、部门规章以及《杭氧集团股 份有限公司章程》（以下简称"《公司章程》"）等规定制定《杭氧集团股份 有限公司投融资及担保管理制度》(以下简称"本制度")。 杭氧集团股份有限公司 投融资及担保管理制度 （2025年10月10日经公司2025年第三次临时股东会审议通过） 第一章 总 则 展，有预期的投资回报，并最终能提高公司价值和股东回报。 (五) 融资，包括公司通过发行股票、债券（含可转换公司债券）、其他权 益凭证筹措资金以及从银行、非银行金融机构、其他单位或个人筹资的行为； (六) 公司其他重要投融资决策事项。 第三条 公司直接或间接控股50%以上的及其他纳入公司合并会计报表的企 业发生的本制度所述投融资及担保决策事项，视同公司发生的事项，适用本制 度的规定。 公司参股公司发生的本制度所述投资、融资、对外担保、购买、出售资产 等重大事项，可能对公司股票、债券及其衍 ...